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Get valuable skills in no-code automation platform for finance admin with airSlate Academy training
213 students
Get a practical understanding of No-code automation platform for finance admin with the airSlate Academy training. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This training is a comprehensive overlook of No-code automation platform for finance admin. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve outstanding outcomes with minimal human participation. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this training, you’ll be able to build automated daily processes that keep your financial information precise and quickly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance admin task completion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the training for finance admin
What will you learn?
- The concept of document workflow automation and its beneficial effect on a company’s finances
- What paperwork-based processes require automation to ensure the accuracy of financial transactions
- Ways for finance admin to address the problems of document-based operations by automating them
- Ways to put a regular finance admin process on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone employed in the financial sector
- Staff members working with document-heavy tasks they want to simplify
- Anyone searching for ways to gain valuable skills in workflow automation for career growth
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Questions & answers
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This training describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, pre-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.
Usually, our training for finance admin takes about 3 hours. However, you may need extra time to master the necessary automation expertise if it’s your first time with our solution. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating repeating financial operations.
Besides ongoing training in accounting and budgeting, it’s necessary for finance admin to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this training in No-code automation platform for finance admin specifically developed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.
The role of finance admin is to manage cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, analyze records, and prepare reports. Their work is crucial to helping organizations understand their economic condition so they can make informed strategic decisions.
Workflow automation can drastically benefit finance admin and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and reliable financial information. Additionally, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance admin, are provided at no cost. We aim to equip professionals with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.